Manage Gantt Timeline / Schedule

Overview

How do I manage tasks and exports in the Gantt Timeline / Schedule?

The Schedule in CxPlanner allows you to manage and track all project activities in one place. Tasks can contain detailed information, making it easier to monitor progress and collaborate effectively.

When and why to use this

Use the schedule to plan, track, and share project activities in a structured way.

• Plan main tasks and sub-tasks for your project.
• Add images, files, comments, assigned people, and floor plan locations directly to tasks.
• Track progress visually or by percentage.
• Export schedules for reporting or client updates.
• Apply filters, sort tasks, and view critical paths for advanced project control.

How to - step by step

Create new tasks

1. Open the Schedule module.
2. To create a main task, click New task.
3. To create a sub-task, right-click an existing task and select Create sub-task.

Organize with folders and directories

1. Click and hold the task you want to move.
2. Drag and drop it onto another task to create a folder structure.

Update task progress

1. Drag the progress arrow directly on the task bar, or
2. Open the task and set the progress percentage manually.

Use the quick menu

1. Right-click on any task to open the quick menu with available options.

Export the schedule

1. Click Export in the schedule toolbar.
2. Select the desired export range: entire schedule or specific date range.
3. (Optional) Add a watermark such as “DRAFT”.

Access advanced features

1. Click the Tools button.
2. Use features such as:
3. Custom filters and sorting

• Critical path
• Percentage progress scaling
• Resource overview
• Full-screen mode

Behavior and results

Each task in the schedule can store multiple types of linked content:

• Images - Upload or take photos directly from the construction site to show progress.
• Files - Attach documents relevant to the task.
• Comments - Collaborate with the team directly in the task.
• Assigned person - Allocate responsibility.
• Floor plan location - Pin tasks to a specific site area.

Permission matrix

Troubleshooting

Quick facts

• Requires: Project role Manager or higher
• Location: Schedule module
• Affects: Project planning, progress tracking, PDF exports, and reporting

Updated on: 08/15/2025